WA
Wealth Architects Portfolio holdings
AUM
$984M
1-Year Est. Return
14.42%
1 Year Est. Return
+14.42%
AUM
$906M
AUM Growth
+$20.5M
(+2.3%)
Holding
235
Top Buys
| 1 | +$5.63M | |
| 2 | +$1.74M | |
| 3 | +$1.72M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$1.6M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$1.33M |
Top Sells
| 1 | +$2.8M | |
| 2 | +$1.59M | |
| 3 | +$1.05M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$815K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$598K |
Sector Composition
| 1 | Technology | 10.76% |
| 2 | Financials | 3.27% |
| 3 | Healthcare | 1.87% |
| 4 | Communication Services | 1.84% |
| 5 | Consumer Discretionary | 1.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Arrowhead Research
ARWR
$5.42B
| $158K | 0.02% |
12,441
+331
|
|
||
227
Stellantis
STLA
$29.6B
| $112K | 0.01% |
10,010
-325
|
|
||
228
United Microelectronic
UMC
$18.6B
| $107K | 0.01% |
14,965
+69
|
|
||
229
Pacific Biosciences
PACB
$531M
| $57.5K | 0.01% |
48,725
|
|
||
230
DuPont de Nemours
DD
$16.7B
| – | – |
-2,646
|
|
||
231
FedEx
FDX
$61.8B
| – | – |
-717
|
|
||
232
Honeywell
HON
$123B
| – | – |
-947
|
|
||
233
iShares Russell 2000 Growth ETF
IWO
$13B
| – | – |
-726
|
|
||
234
Jefferies Financial Group
JEF
$11.2B
| – | – |
-2,896
|
|
||
235
KB Home
KBH
$3.94B
| – | – |
-3,089
|
|